Shares & Derivatives
October 2017 – Low Cost Portfolio Scorecard
By Yaruzi's Learn 2 Live  •  November 15, 2017
Total portfolio grew to $625,243.18 by end October 2017. Return YTD was 6.46%, XIRR YTD was 8.40%, and XIRR since inception was 7.04%. It was a slow month for dividends in October. I injected $12,000 fresh fund to the portfolio and received $673.31 in dividends.
I subscribed to Capitaland Commercial Trust rights issue and managed to get a total of 900 units, including excess.
Date Securities Name FCY SGD
10-Oct-2017 Greggs PLC (GBP) 22.06 39.43
12-Oct-2017 Heineken Malaysia Bhd (MYR) 316.11 100.81
12-Oct-2017 Carlsberg Brewery Malaysia Bhd (MYR) 86.27 27.51
13-Oct-2017 PCCW (HKD) 416.95 71.84
13-Oct-2017 CNOOC (HKD) 707.69 121.93
16-Oct-2017 Vanguard FTSE AS (HKD) 1,811.64 311.78
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By Yaruzi's Learn 2 Live
I live in Singapore with my wonderful wife and 2 kids. My wife is a stay-home mom, while I'm the sole breadwinner. I work as an engineer. I started investing in unit trust in July 2012. I was 36 years old then. My goal was to build assets and passive income for my retirement. I'm particularly interested in dividend investing, and I intend to build my own dividend portfolio.
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